Insights
07 Jul 2025
MARKETS IN A NUTSHELL — FOR JUNE 2025
Global markets advanced again in June after the rapid resolution of the 12-day Israel–Iran war and a further détente in the US–China trade battle. This one-two punch of geopolitical and tariff relief boosted…
05 Jun 2025
MARKETS IN A NUTSHELL — FOR MAY 2025
May brought a new pontiff to Rome and a fresh breeze to markets after Beijing and Washington stepped back from the tariff cliff. The two countries agreed to steeply cut bilateral tariffs and pause further…
08 May 2025
MARKETS IN A NUTSHELL — FOR APRIL 2025
April began as if the markets had fallen victim to an April Fool’s joke — but investors weren't laughing. US President Trump’s much anticipated ‘Liberation Day’ tariffs took effect on 2 April, and all countries…
25 Apr 2025
Investing With Confidence for Safety and Growth
In an increasingly unpredictable global market, uncertainty continues to dominate the investment landscape. From inflation and interest rate volatility to geopolitical conflict and currency instability, investors…
25 Apr 2025
SA Equities — Beyond the Gloom
South Africa's stock market has endured a challenging decade marked by sluggish economic growth, policy uncertainty, and capital flight. The advent of the GNU brought with it the prospect of political stability, and…
25 Apr 2025
China: Tailwinds Persist Despite Trade Turbulence
Chinese equities entered 2025 with positive momentum. Years of policy overhangs were finally beginning to lift. The combination of renewed stimulus, stabilising property markets, and a tech-sector rebound had…